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Weaver Consulting Group’s Global X Defense Tech ETF SHLD Stock Holding History

Weaver Consulting Group’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,070
Closed -$216K – 278
2025
Q3 		$216K Buy
+3,070
New +$193K 0.05% 244

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JP Morgan Chase
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Thrivent Financial for Lutherans
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SW
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HC
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Weaver Consulting Group's SHLD Position: Q4 2025 in Review

Weaver Consulting Group sold out of Global X Defense Tech ETF (SHLD) in Q4 2025, closing a stake of 3,070 shares — an estimated $216K sold.

Weaver Consulting Group first reported a position in SHLD in Q3 2025 and held it in 1 quarter. The position peaked at $216K in Q3 2025. 492 funds tracked by Wall St. Rank hold SHLD as of Q4 2025.

  • Weaver Consulting Group reported no remaining Global X Defense Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Weaver Consulting Group sold 3,070 Global X Defense Tech ETF shares in Q4 2025, an estimated $216K.
  • Weaver Consulting Group first reported a position in Global X Defense Tech ETF in Q3 2025 and held it in 1 quarter.
  • Weaver Consulting Group's Global X Defense Tech ETF position peaked at $216K in Q3 2025.
  • 492 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q4 2025.

Based on Weaver Consulting Group's 13F filing for Q4 2025, filed 10 Feb 2026.